Category Archives: Technical

Build Dataverse Solutions Faster with a Coding Agent in Dynamics 365

Traditionally, creating a Dataverse solution involves manually creating tables, columns, relationships, and sample records through the Power Apps maker portal or by writing scripts and using Power Platform CLI. With Dataverse skills for coding agents, we can describe our requirements in natural language and let the coding agent implement them directly in the connected Dataverse… Read More: Build Dataverse Solutions Faster with a Coding Agent in Dynamics… »

How Batch Testing Prompts Helps You Build Reliable Copilot Agents

In a retail e-commerce company, the team was building an AI customer support agent to handle common queries like order status, returns, refunds, and product information. In the beginning, the prompt was tested manually with a few sample questions, and everything seemed to work fine. However, end users don’t type like QA testers. They use… Read More: How Batch Testing Prompts Helps You Build Reliable Copilot Agents »

Your Existing Consent Data Shouldn’t Have to Start From Zero

When organizations move to Customer Insights – Journeys, one question often comes up immediately: what happens to the consent preferences we already have? Your contacts and leads may already contain years of email preferences through fields such as Email and Bulk Email. Asking every existing customer to provide consent again is not only unnecessary, but… Read More: Your Existing Consent Data Shouldn’t Have to Start From Zero »

Power Platform Inventory: Simplify Power Platform Governance and Resource Management

As organizations increasingly adopt Microsoft Power Platform, managing hundreds of apps, flows, agents, environments, and connectors can become challenging. Administrators need a simple way to understand what resources exist, who owns them, which environments they belong to, and what connectors they depend on. To address this challenge, Microsoft provides Power Platform Inventory in the Power Platform admin… Read More: Power Platform Inventory: Simplify Power Platform Governance and Resource Management »

Personalize Your Dynamics 365 Experience with Modern Theme Overrides

A consistent and visually appealing user interface can improve user adoption, productivity, and confidence when working with Dynamics 365. Dynamics 365 has traditionally provided built-in theming capabilities through the classic Themes feature. However, with the introduction of the modern, refreshed look for model-driven apps, Microsoft introduced a new theming approach called Modern Theme Overrides. Modern… Read More: Personalize Your Dynamics 365 Experience with Modern Theme Overrides »

Copilot Studio Agent Evaluation: Single Response vs. Conversation

If you have been building agents in Microsoft Copilot Studio, you already know that building is only half the battle. The other half, and arguably the more important half, is making sure your agent actually works the way you expect it to before it reaches real users. That is where the Evaluation feature in Copilot… Read More: Copilot Studio Agent Evaluation: Single Response vs. Conversation »

Cancel segments of a booking in Dynamics 365 Field Service

Managing multi-day bookings can be difficult when plans change for only a specific day or time period. The Cancel segments of a booking in aggregate views feature in Dynamics 365 Field Service allows schedulers to cancel only the required portion of a booking without canceling the entire booking. For example, a scheduler can cancel one… Read More: Cancel segments of a booking in Dynamics 365 Field Service »

How to Improve Agent Flow Performance in Copilot Studio Using Express Mode

What happens when an Agent Flow has more processing to do than its response window allows? As flows become more complex, multiple actions, calculations, record processing, and nested logic can increase execution time.  Microsoft Copilot Studio Express Mode is designed to optimize Agent Flow execution and help return responses faster. In this blog, we will… Read More: How to Improve Agent Flow Performance in Copilot Studio Using… »

The Case That Knows What to Do Next: Using AI Builder Prebuilt Prompts with Dataverse Low-Code Plug-ins

If you have spent any time around a support queue in Dynamics 365, you know what a fresh case usually looks like. One long description where the actual problem is buried somewhere between an order number, a list of fixes the customer already tried, and a lot of frustration. The agent has to read the… Read More: The Case That Knows What to Do Next: Using AI… »

Add to Calendar in Customer Insights A Quick Guide

Event marketers know the drill: a contact registers enthusiastically for a webinar, then forgets about it entirely by the time it starts. Customer Insights – Journeys addresses this gap with a native Add to Calendar button that lets registered contacts drop the event straight into their calendar app from the confirmation email. Why it matters… Read More: Add to Calendar in Customer Insights A Quick Guide »